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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,541 | $104,709+86.7% | $85,705+128.2% | $167,553+16.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 11.76% | 21.45%-9.7pp | 21.49%-9.7pp | 478.89%-467.1pp |
| Employer contribution / active EE | $10,763 | $3,338+222.4% | $2,619+311.0% | $4,840+122.4% |
| Participant deferral / active EE | $7,066 | $4,827+46.4% | $3,924+80.1% | $6,343+11.4% |
| Admin fee / account holder | $53,406 | $10,036+432.1% | $6,877+676.6% | $12,316+333.6% |